Member Financial Wellness Advisor I

Hawaii State Federal Credit Union; Honolulu (HI); On-site; USD 47,000 - 59,000; Full time

Benefits offered by this job

Health Coverage

Paid Time Off

Retirement Savings (401(k) with match)

Transportation Subsidy

Health & Wellness programs

Flexible spending plans

Life, accident & disability insurance

Growth opportunities

Work environment: family-friendly 'ohā

Job summary

Hawaii State Federal Credit Union is seeking a Member Relationship Associate I to help members achieve financial goals through account transactions, new accounts, and lending requests. The role emphasizes service, accurate records, and adherence to policies.

As the team supports branch operations, you will engage with members to understand needs and offer suitable products, driving savings and financial well-being while maintaining compliance and quality service standards.

Qualifications

• 2+ years of work experience required.
• High school diploma, GED, or equivalent.
• Good math skills and accurate touch typing.
• Strong verbal and written communication abilities.
• Ability to operate related computer applications and business equipment.

Responsibilities

• Deliver outstanding member service and build trusted relationships.
• Open and service deposit accounts and assist with consumer lending solutions.
• Identify opportunities to recommend products and services that support financial goals.
• Resolve member issues promptly and professionally.
• Maintain operational accuracy and compliance standards.
• Contribute to branch performance and member satisfaction goals.

Skills

2+ years experience

High school diploma or GED

Math skills

Touch typing

Verbal and written communication

Computer skills

Job description

Hawaii State Federal Credit Union is seeking a Member Relationship Associate I to help members achieve financial goals through account transactions, new accounts, and lending requests. The role emphasizes service, accurate records, and adherence to policies.

As the team supports branch operations, you will engage with members to understand needs and offer suitable products, driving savings and financial well-being while maintaining compliance and quality service standards.